The most significant point is that this union opens up opportunities that were previously hard to reach: real platform integration, a more complete view of the client, and the ability to offer end-to-end solutions within the broker’s environment. This isn’t simply about adding capabilities — it’s about creating an environment where our clients can work better, grow faster, and compete with more tools at their disposal.

From the very first contact, we noticed something special – a friendly, professional approach with a long-term vision. Upliift quickly understood Codeoscopic’s trajectory over the last 15 years and, above all, where we want to go in the future.

We felt we could do something special together. Upliift was interested in more than just the company and its numbers. There was a real human factor where we built personal relationships and trust with each other along every step of the journey.

We knew we were strong, and our size had always been irrelevant – as long as the banking landscape stayed the same. We saw this as a weak point in our future growth plans. In fact, we had already been approached by a few bigger companies looking to buy or merge with us, which would have given us the scale and numbers we might need in the future.

We see the integration with Codeoscopic as a natural, progressive process, designed to generate value from day one, both operationally and strategically. Our approach isn’t disruptive — it’s evolutionary. We’re looking to combine the best of both organisations, respecting existing strengths and amplifying them through collaboration. That means a gradual technological integration, alignment of teams, and a roadmap focused on efficiency, innovation, and continuous improvement.

The process with Upliift was straightforward, but at the same time very detailed and professional, which we loved from the start.

Our future would not be possible with VC funding. We needed a partner that shared our long-term aspirations – and we have this with Upliift.

We hadn’t come across Upliift before but trusted Andrea when he told us about the opportunity. We’d been looking for a partner and the idea of permanent equity appealed to us instead of going down the venture capital or private equity route. That’s because it didn’t feel like Upliift was just speculating, rather they were investing in our future.

With the help of Upliift, we have redoubled our commitment to remaining a leader in technology for the insurance sector. We are very optimistic, to be honest.

Upliift shared our long-term vision, which is a real benefit to staff. They feel safe in their roles; we know we have a long path together. This is important for stability and internal relationships in the company.

We feel confident about the future now and are excited about the next chapter for our business.

Upliift is the right partner for Codeoscopic at the right time. They bring a long-term mindset that allows us to keep building for the future — to remain ambitious and focused on what matters most: innovation, people, and our customers.